How big is Varbeco Wealth Management, LLC's plan?

Varbeco Wealth Management, LLC's plan reported $1.2M in assets and 2 participants for 2025.

Original filing (PDF)20260430094121NAL0025865154001

Varbeco Wealth Management, LLC

Name: Varbeco Wealth Management, LLC — Varbeco Wealth, Form 5500 (2025)
Creator: Varbeco Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Varbeco Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Varbeco Wealth Management, LLC's Varbeco Wealth Management 401(k) Profit Sharing Plan held $1.2M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

David J. Vargo signed Varbeco Wealth Management, LLC's 2025 Form 5500 as plan administrator.

David J. Vargo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Varbeco Wealth Management, LLC's EIN is 22-3826705.

EIN 22-3826705

Plan number 001

Plan year 2025

ACK ID 20260430094121NAL0025865154001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Varbeco Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Varbeco Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VARBECO WEALTH MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score